National Life Group · 2 days ago

Managing Associate - Financial Advisor

Full-time

Remote

Mid Level

$113K/yr - $273K/yr

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Responsibilities

Recruit a minimum of three full-time agents who meet earnings requirements within the first 12 months, manage a three-person to eight-person unit, and work closely with senior leadership to enhance your skill set.

Build and maintain lasting relationships, conducting regular reviews and proactive communication.

Analyze market trends to optimize client portfolios and craft personalized financial strategies that turn clients’ financial aspirations into realities.

Collaborate with a team of experts to enhance services and contribute to the team's success, while benefiting from a comprehensive five-year training regime designed to build a 7-figure practice.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial advisingRecruitingTeam managementFINRA S7 certificationFINRA S66 certificationMarket trend analysisClient relationship management